Franklin Templeton (BEN) Return on Invested Capital [ROIC] (2009 - 2012)
Franklin Templeton's Return on Invested Capital [ROIC] was 18.58% in fiscal Q3 2012 (quarter ended Jun 30, 2012), down 1.54 percentage points from 20.12% a year earlier and down 0.89 percentage points from the prior quarter.
Franklin Templeton (BEN) Return on Invested Capital [ROIC] (2009 - 2012) Analysis & Trends
For FY2011 (ended Sep 30, 2011), Return on Invested Capital [ROIC] at Franklin Templeton came in at 21.55%, up 3.93 percentage points from FY2010.
- In earlier fiscal years, Return on Invested Capital [ROIC] was 17.61% in FY2010 (+6.33 pp) and 11.28% in FY2009.
- The fiscal Q3 2012 figure marks the lowest quarterly Return on Invested Capital [ROIC] since fiscal Q4 2010.
- Compared with a year earlier, Return on Invested Capital [ROIC] was higher in six of the last eight quarters, with an average year-over-year change of +2.69 percentage points.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was fiscal Q4 2010 (a gain of 6.82 percentage points); the worst was fiscal Q3 2012 (a drop of 1.54 percentage points).
- Per Business Quant data, BEN's Return on Invested Capital [ROIC] in the three fiscal quarters before Q3 2012 was 19.47% (Q2 2012), 19.95% (Q1 2012) and 20.36% (Q4 2011).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.40 Bn | 111.76 Bn | - | - |
| 2 | Spdr Gold Trust | 133.61 Bn | -424.39 Bn | - | - |
| 3 | Blackstone | 84.03 Bn | 78.95 Bn | - | 21.55% |
| 4 | Brookfield | 82.79 Bn | -82.59 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 80.75 Bn | 47.23 Bn | - | - |
| 6 | Brookfield Asset Management | 71.44 Bn | 67.69 Bn | - | 26.84% |
| 7 | Apollo Global Management | 66.43 Bn | 4.11 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.87 Bn | 57.29 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.42 Bn | 43.78 Bn | 451.00 Mn | - |
| 10 | Franklin Templeton | 16.69 Bn | 7.17 Bn | - | - |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2012 | 18.58% |
| Mar 31, 2012 | 19.47% |
| Dec 31, 2011 | 19.95% |
| Sep 30, 2011 | 20.36% |
| Jun 30, 2011 | 20.12% |
| Mar 31, 2011 | 19.71% |
| Dec 31, 2010 | 18.84% |
| Sep 30, 2010 | 17.93% |
| Jun 30, 2010 | 17.25% |
| Mar 31, 2010 | 15.42% |
| Dec 31, 2009 | 13.03% |
| Sep 30, 2009 | 11.11% |
Franklin Templeton Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BEN&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BEN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BEN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();